Sales Associate - Entry Level jobs in United States
cer-icon
Apply on Employer Site
company-logo

Pacific Life · 7 hours ago

Sales Associate - Entry Level

Pacific Life is a Fortune 500 company that has been in business for over 150 years, focusing on providing financial services. The Sales Associate position offers an opportunity to support the Consumer Markets Division sales team by assisting advisors with prospecting calls and other sales support activities.

FinanceFinancial ServicesInsurance
check
Comp. & Benefits

Responsibilities

Assist advisors by providing support to the Wholesaling Teams
Make outbound prospecting/cross-selling, campaign and appointment calls to advisors at the direction of specific Field Wholesaler/Internal Wholesaler teams
Provide overall support to the department interns
Shadow Internal Wholesalers to get an understanding of how to become successful in selling our products to our client base

Qualification

FINRA SIE LicenseSeries 6/7 LicenseSeries 63 LicenseSalesforceMicrosoft WordMicrosoft ExcelLead prospectingCommunicationRelationship buildingOrganizational skills

Required

Must obtain FINRA Securities Industry Essentials exam (SIE), Series 6/7, and Series 63 License in first 3 months of position
Strong communication skills, both written and verbal
Ability to build relationships over the phone
Ability to prospect for leads and follow up on them
Strong organizational skills

Preferred

Interest in annuity and mutual funds strongly preferred
College degree strongly preferred

Benefits

Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation

Company

Pacific Life

company-logo
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.

Funding

Current Stage
Late Stage
Total Funding
$1.44B
2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M

Leadership Team

leader-logo
Howard Hirakawa
Senior Vice President and Fund Advisor Operations
linkedin
leader-logo
Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
linkedin
Company data provided by crunchbase